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Independent Financial Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Independent Financial Group’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
6,190
+194
+3% +$10.6K 0.01% 1083
2026
Q1 		$314K Buy
5,996
+110
+2% +$5.59K 0.01% 1136
2025
Q4 		$301K Buy
5,886
+396
+7% +$18.3K 0.01% 1147
2025
Q3 		$213K Buy
+5,490
New +$189K 0.01% 1257

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Independent Financial Group's SBIO Position: Q2 2026 in Review

Independent Financial Group increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 3.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 6,190 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1083.

Independent Financial Group first reported a position in SBIO in Q3 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

  • Independent Financial Group held 6,190 shares of ALPS Medical Breakthroughs ETF worth $400K as of Q2 2026.
  • Independent Financial Group bought 194 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $10.6K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1083 holding.
  • Independent Financial Group first reported a position in ALPS Medical Breakthroughs ETF in Q3 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.